How big is ALKU, LLC's plan?

ALKU, LLC's plan reported $65.3M in assets and 1,788 participants for 2024.

Original filing (PDF)20251015140552NAL0009629954001

ALKU, LLC

Name: ALKU, LLC — ALKU 401(k) Plan, Form 5500 (2024)
Creator: ALKU, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ALKU 401(k) Plan

401(k) retirement plan · ALKU, LLC's ALKU 401(k) Plan held $65.3M in plan assets for 1,788 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Non-exempt prohibited transactionCorrective distributions issued

Active participants

1,788

Accounts w/ balance

1,376

Plan assets (EOY)

$65.3M

Net assets (EOY)

$65.3M

People on this filing

Emily Brock signed ALKU, LLC's 2024 Form 5500 as plan administrator.

Emily Brock — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ALKU, LLC's EIN is 26-1250834.

EIN 26-1250834

Plan number 001

Plan year 2024

ACK ID 20251015140552NAL0009629954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ALKU, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ALKU, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALKU, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

46 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Non-exempt prohibited transaction reported (Schedule G).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

ALKU, LLC

EIN

all filings

Address

100 BRICKSTONE SQUARE, SUITE #400 · ANDOVER, MA · 01810

Phone

(978) 296-6900

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$39K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC	65-0701248	—	ADVISOR	$110K	—

Accountant / Auditor

Investments

46 direct securities · 1 pooled fund· $64.4M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$50.8M

24 holdings

Common Collective Trusts

$12.0M

14 holdings

Other securities

$965K

8 holdings

Common Collective Trust

$654K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom 2055 Fund Class K6	Mutual Funds	—	—	$11.2M	17.1%
Fidelity Investments Fidelity Freedom 2060 Fund Class K6	Mutual Funds	—	—	$10.9M	16.7%
Fidelity Investments Fidelity Freedom 2065 Fund Class K6	Mutual Funds	—	—	$4.8M	7.4%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$4.3M	6.6%
Fidelity Investments Fidelity Freedom 2045 Fund Class K6	Mutual Funds	—	—	$3.6M	5.4%
Fidelity Investments Fidelity Freedom 2035 Fund Class K6	Mutual Funds	—	—	$3.5M	5.3%
Fidelity Investments Fidelity Freedom 2050 Fund Class K6	Mutual Funds	—	—	$3.4M	5.3%
Fidelity Investments Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$3.4M	5.2%
Fidelity Investments Fidelity Freedom 2040 Fund Class K6	Mutual Funds	—	—	$3.0M	4.6%
Fidelity Investments Fidelity Freedom 2030 Fund Class K6	Mutual Funds	—	—	$2.6M	4.0%
Fidelity Investments Fidelity Freedom 2025 Fund Class K6	Mutual Funds	—	—	$2.4M	3.6%
Fidelity Investments Fidelity Contrafund K6	Mutual Funds	—	—	$2.2M	3.4%
Fidelity Investments Fidelity Mid Cap Growth Index Fund	Common Collective Trusts	—	—	$853K	1.3%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$684K	1.0%
JH STABLE VALUE R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Common Collective Trust	—	—	$654K	1.0%
Vanguard Dividend Growth Fund Investor Shares	Mutual Funds	—	—	$532K	0.8%
Fidelity Investments Fidelity Freedom 2020 Fund Class K6	Mutual Funds	—	—	$486K	0.7%
Fidelity Investments Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$473K	0.7%
Fidelity Investments Fidelity Small Cap Growth Index Fund	Common Collective Trusts	—	—	$471K	0.7%
Fidelity Investments Fidelity Freedom Income Fund Class K6	Mutual Funds	—	—	$456K	0.7%
Vanguard Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$455K	0.7%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$387K	0.6%
MFS New Discovery Fund Class R6	Mutual Funds	—	—	$353K	0.5%
Vanguard International Growth Fund Admiral Shares	Mutual Funds	—	—	$332K	0.5%
Dodge & Cox Dodge & Cox Stock Fund Class X	Mutual Funds	—	—	$331K	0.5%
Fidelity Investments Fidelity Mid Cap Value Index Fund	Common Collective Trusts	—	—	$239K	0.4%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$224K	0.3%
JPMorgan International Focus Fund Class R6	Other securities	—	—	$174K	0.3%
PGIM High Yield Fund - Class R6	Other securities	—	—	$168K	0.3%
Fidelity Investments Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$168K	0.3%
Fidelity Investments Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$161K	0.2%
BlackRock Technology Opportunities Fund Class K	Other securities	—	—	$153K	0.2%
Fidelity Investments Fidelity Small Cap Value Index Fund	Common Collective Trusts	—	—	$144K	0.2%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$138K	0.2%
Baird Aggregate Bond Fund Class Institutional	Other securities	—	—	$134K	0.2%
Fidelity Investments Fidelity Low-Priced Stock K6 Fund	Mutual Funds	—	—	$132K	0.2%
Fidelity Investments Fidelity Select Health Care Portfolio	Mutual Funds	—	—	$125K	0.2%
Baron Funds Baron Real Estate Fund Class R6	Other securities	—	—	$125K	0.2%
BlackRock Global Dividend K Fund	Other securities	—	—	$112K	0.2%
Vanguard International Value Fund Investor Shares	Mutual Funds	—	—	$105K	0.2%
JPMorgan Emerging Markets Equity Fund Class R6	Other securities	—	—	$60K	<0.1%
Fidelity Investments Fidelity Freedom 2015 Fund Class K6	Mutual Funds	—	—	$56K	<0.1%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$49K	<0.1%
PGIM Global Total Return Fund - Class R6	Other securities	—	—	$40K	<0.1%
Fidelity Investments Fidelity Balanced K6 Fund	Mutual Funds	—	—	$30K	<0.1%
Fidelity Investments Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$26K	<0.1%
Vanguard Wellesley Income Fund Admiral Shares	Mutual Funds	—	—	$8K	<0.1%